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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
126
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$854K 0.13%
1,600
-400
-20% -$227K
JUST icon
127
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$579M
$853K 0.13%
10,731
+31
+0.3% +$2.6K
SLV icon
128
iShares Silver Trust
SLV
$30.7B
$852K 0.13%
27,500
+2,500
+10% +$72.6K
CMI icon
129
Cummins
CMI
$88.7B
$838K 0.13%
2,673
+155
+6% +$54.6K
STE icon
130
Steris
STE
$23.1B
$828K 0.12%
3,654
+264
+8% +$58.1K
PRSU
131
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$827K 0.12%
23,374
+1,088
+5% +$42.5K
BAC icon
132
Bank of America
BAC
$442B
$823K 0.12%
19,711
+1,626
+9% +$72.5K
ASMI
133
DELISTED
ASM INTERNATL N.V
ASMI
$822K 0.12%
+1,805
New +$822K
GPGI
134
GPGI Inc
GPGI
$4.35B
$804K 0.12%
73,931
-13,552
-15% -$166K
EEFT icon
135
Euronet Worldwide
EEFT
$2.7B
$800K 0.12%
7,484
+58
+0.8% +$5.88K
FDS icon
136
Factset
FDS
$10.2B
$800K 0.12%
1,761
+99
+6% +$45.1K
ORCL icon
137
Oracle
ORCL
$423B
$796K 0.12%
5,692
+451
+9% +$73.4K
PRF icon
138
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$784K 0.12%
19,390
-25
-0.1% -$1.03K
IBAC
139
IB Acquisition Corp
IBAC
$54.2M
$774K 0.12%
75,000
– –
GLLI
140
DELISTED
Globalink Investment Inc. Common Stock
GLLI
$761K 0.11%
75,000
– –
WLY icon
141
John Wiley & Sons Class A
WLY
$2.66B
$760K 0.11%
17,045
+1,229
+8% +$51.9K
GENI icon
142
Genius Sports
GENI
$2.11B
$759K 0.11%
75,777
+4,158
+6% +$38.6K
CPNG icon
143
Coupang
CPNG
$29.2B
$754K 0.11%
34,395
+2,172
+7% +$50.5K
AON icon
144
Aon
AON
$76B
$752K 0.11%
1,884
+87
+5% +$33.4K
AXP icon
145
American Express
AXP
$230B
$750K 0.11%
2,787
+217
+8% +$64.1K
FHB icon
146
First Hawaiian
FHB
$3.35B
$745K 0.11%
30,465
+1,587
+5% +$41.3K
ROST icon
147
Ross Stores
ROST
$81.9B
$740K 0.11%
5,790
-317
-5% -$44.4K
CHRW icon
148
C.H. Robinson
CHRW
$17.5B
$739K 0.11%
7,216
+451
+7% +$45.6K
DHI icon
149
D.R. Horton
DHI
$42.3B
$737K 0.11%
5,797
+496
+9% +$66.5K
BALL icon
150
Ball Corp
BALL
$16.8B
$722K 0.11%
13,867
+1,283
+10% +$67.3K
4 5
6
7 8

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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
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PCOC
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QI
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MGM
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TWP
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SkyView Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.